Financial Institutions Conference (IN-PERSON ATTENDANCE)

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FIC  |  Virtual Live  |  Update  |  Scheduled

Special Notes

  • This conference is also available via live webcast. Register for webcast attendance HERE
  • In-person seating may be limited, register early! 
  • View the agenda at a glance.
  • Be sure to register for the correct event format--in-person or webcast attendance. If you change your attendance to webcast attendance within 5 business days of the event, you will incur a $60 transfer fee, as food guarantees have already been provided to the hotel

Curriculum

  • Accounting
  • Auditing
  • Ethics
  • Personnel/HR
  • Specialized Knowledge
  • Technology

Designed For

CPAs and financial professionals working in or with the financial institutions profession

Objectives

To provide the latest information on accounting and financial issues affecting financial institutions

Highlights

Register for your breakout sessions below

Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at iacpa@iacpa.org

Instructors

Michael A. Grossman

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Mike Grossman is an audit partner with RSM US in the Des Moines office. Since joining the firm, he has primarily worked with financial institutions, construction contractors, retail and wholesale, general Securities and Exchange Commission (SEC) reporting companies, and employee benefit plans. Below are a few of the projects Mike has worked on: •Audits of financial institutions and multibank holding companies with assets ranging up to $40 billion •Audits, reviews and compilations of companies with revenues ranging from $1 million to $4 billion •Federal Deposit Insurance Corporation Improvement Act (FDICIA) reporting •SEC compliance and reporting, including Sarbanes-Oxley Section 404 compliance •Business combinations •Performing loan reviews •State qualification reports •Employee benefit plan audits Mike's professional affiliations and credentials: •Certified public accountant •Central Region Financial Institutions Leader •American Institute of Certified Public Accountants •Iowa Society of Certified Public Accountants (ISCPA) •Construction Financial Management Association •ISCPA Practice Review Committee

Kevin Kohler

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Kevin Kohler is a special agent for the FBI in West Des Moines, a position he had held for more than 22 years. Kevin investigates a wide range of federal crimes with an emphasis on white collar matters. He specializes in complex financial investigations nationwide as a member of the FBI's Financial Crimes Response Team.

Kevin is originally from Oregon. He obtained a bachelor's and master's degree in accounting from Brigham Young University in Provo, Utah. He has been a licensed CPA since 1997. Prior to joining the FBI, he worked in the Minneapolis office of Deloitte & Touche.

James T. Lindell

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James (Jim) T. Lindell is the president of a Wisconsin based provider of strategic and financial consulting and executive coaching. Jim has an extensive background in senior management including positions as CFO and corporate assistant controller. He has worked with a variety of industries including: manufacturing, health care, non-profit, distribution and food processing. Jim has been involved in more than 50 M&A projects. He is a CPA with experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee), a member (and instructor) for the American Institute of CPA's, the Wisconsin Institute of CPAs and a member of Wisconsin Chapter of National Speaker Association. Jim a 11-time recipient of the AICPA Outstanding Discussion Leader Award. Jim has received the Certified Speaking Professional (CSP) designation and is one of less than 10 CPAs to hold this credential.

Anna L. Rechtenbach

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Anna Rechtenbach is an assurance manager for RSM US in Dubuque. She provides assurance services such as compilations, reviews, and audits to a variety of clients. She focuses primarily on financial institutions and employee benefit plans and has experience with both public and private entities ranging in size between $200 million and $7 billion. Anna has practiced public accounting for approximately 8 years.

Anna’s experience includes audits performed under the Uniform Grant Guidance. In addition, Anna is considered Yellow Book Certified due to completing the necessary continuing professional education.

In her current role as a long-term rotator with the Accounting Standards and Methodology Group (ASMG), Anna is developing the automated financial statement tool and automated communications for the firm. This project includes developing the related content and functional tools to assist auditors in the generation of clients’ financial statements and other deliverables, focusing on both efficiency and high-quality.

Anna is a member of the Iowa Society of CPAs and the American Institute of CPAs.

Barbara J. Bergmeier

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Barb Bergmeier is a Senior Manager Consultant within the Financial Services - Risk Advisory Practice of EY. Barb has more than 30 years of audit, accounting, regulatory, information technology, compliance and risk management experience and served in the roles of a Chief Audit Executive, Chief Risk Officer and Chief Compliance Officer for more than 20 years at large financial institutions. She is a licensed CPA in Iowa and Nebraska.

Joelyn Jensen-Marren

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Joelyn R. Jensen-Marren is currently serving as CFO of the Federal Home Loan Bank of Des Moines, a position she has held since June 2019. She was appointed from Senior Vice President to Executive Vice President in February 2021. In her role, Ms. Jensen-Marren has management responsibility for the accounting and financial reporting, financial controls, and strategic planning functions. Ms. Jensen-Marren joined the Bank in 1999 and has served in various leadership roles including market risk manager, financial risk officer, and senior vice president, director of portfolio strategy from 2014 to June 2019. Prior to joining the Bank, Ms. Jensen-Marren served as manager of portfolio investments at Centura Bank in Rocky Mount, North Carolina. She currently serves on the Polk County Housing Trust Fund Board. Ms. Jensen-Marren received her undergraduate degree from Iowa State University with a Master’s degree from the University of Colorado.

Matthew P. Noffke

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Matthew Noffke is a Senior Manager with the Financial Service Office (FSO) Enterprise Risk practice of EY. He brings over 11 years of external audit and internal audit experience within the financial services industry and serves on the FSO Enterprise Risk Environmental Social Governance (ESG) Solution Team. Throughout the past seven years, Matthew has been providing internal audit, process and control improvement, and internal audit transformation services in the insurance industry. He currently manages the complete Internal Audit (IA) outsource for multiple workers’ compensation insurance companies and has served in this role for the past six years. The work includes executing cross-functional audits, issuing audit reports, preparing audit committee packages, and presenting results to the respective audit committees.

Matthew has experience serving an IA department for a multi-line, SECregistered insurance company. In this role, he supported the Interim Chief Audit Executive by overseeing the execution of audits, issuing audit reports, and developing audit committee presentations. Additionally, he helped the IA department transform their reporting format, developed IA personnel by providing on-the-job coaching, and provided department-wide training on audit report writing.

Matthew received a Bachelor of Science in Accounting and graduated Magnum Cum Laude from Valparaiso University. He is a Certified Internal Auditor and is a member of the Institute of Internal Auditors (IIA).

Chris Kuehl

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Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies.

Chris is the writer/editor of Business Intelligence Briefs and a writer for the Black Owl Report – both publications from Armada. He is an economic analyst for the Armada Strategic Intelligence System and is responsible for the Credit Manager’s Index from NACM as well Fabrinomics from the FMA.

Adam Linderblood

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Adam Linderblookd is a business intelligence manager with RSM US in Des Moines. He is a data scientist with the firm's data analytics consulting team with 12+ years of experience implementing a wide range of solutions including architecting data warehouses and other reporting environments, data integration and transformations, building analytical dashboards and reports, data governance, and implementing advanced analytics using machine learning. Adam has worked with over 70 clients across a wide range of industries to include manufacturing, healthcare, banking, government, education, health insurance, contract security, transportation, and retail. Prior to joining RSM Adam was an intelligence analyst for the United States Navy.

Kelcie Eisbrener

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Kelcie Eisbrener is supervisor, data analytics business intelligence for RSM US in Des Moines. She specializes in Power BI, data modeling, database management, data strategy and data warehousing.

While working at RSM over the past 4 years, she has developed for and managed several business intelligence implementations. Kelcie has worked with a variety of organizations and industries where she has assisted in designing data models and assisted with data warehousing projects for effective long-term reporting. In addition, Kelcie is a Microsoft Certified, Power BI expert having worked with and implemented the tool for over 4 years. Beyond her project experience, her knowledge extends to T-SQL, SSMS, and SSDT. With this skillset, Kelcie is able to effectively advise clients in their overall data strategy and management.

In the past 4 years, she has led and participated in various projects developing data models, working in SSMS, utilizing T-SQL, and working through data warehousing options. She has experience in navigating different data environments and is able to develop a thorough understanding of client’s data and their current environment’s design. Kelcie has had the added benefit of working in multiple industries and designing data models that satisfy timesheet, financial, inventory/production, and project tracking reporting. In addition, her past experience with reporting in Power BI has provided her the ability to learn how to appropriately prepare and manage data for effective long term reporting. In her current role, Kelcie assists organizations in better understanding, collecting, maintaining, and utilizing their data to make their day to day tasks more efficient and their knowledge of their data more complete.

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